James Lucey
Boca Raton,FL
Summary
Dedicated financial professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
5
5
years of professional experience
Work History
Market Development Manager
Strategic Senior Benefits Group
09.2022 - 10.2023
- Wrote and distributed press releases to increase brand visibility.
- Secured long-term accounts by recommending strategies to promote brand effectiveness and highlight product benefits.
- Oversaw preparation of marketing copy, images, videos, emails, and other collateral.
- Developed creative presentations, trend reports, kitted assets, and product data sheets.
- Assisted Firm President of group vertical with annual audits and all reporting requirements.
Sales Development Representative
Yapstone Inc.
05.2022 - 10.2022
- Built and managed accurate sales pipeline to maintain high volume of activity.
- Established relationships with prospects and customers to promote product understanding and drive sales growth.
- Used data analytics to identify and track sales trends and develop actionable insights.
- Consistently outperformed output and performance quotas
Applications Specialist
Lynn University Student Financial Services
02.2019 - 11.2021
- Proposed, implemented, and presented enhanced workflows to personnel.
- Inspected equipment, assessed functionality and optimized controls.
- Compiled and published financial reports for executive use in board meetings.
- Documented software development methodologies in technical manuals to be used by IT personnel in future projects.
Education
Bachelor of Science - Investment Management
Lynn University
Boca Raton, FL08.2020
Skills
- Business Objective Analysis
- Customer Acquisition
- Social Media Platforms
- Personnel Development
- Communications Strategies
- Report Creation
- CRM Software
- Microsoft Excel
Timeline
Market Development Manager
Strategic Senior Benefits Group
09.2022 - 10.2023
Sales Development Representative
Yapstone Inc.
05.2022 - 10.2022
Applications Specialist
Lynn University Student Financial Services
02.2019 - 11.2021
Bachelor of Science - Investment Management
Lynn University